bullish
Minebea Mitsumi Overbids Yageo for Shibaura Electronics (6957)
10.7k Views11 Apr 2025 01:03
When Shibaura Electronics was approached by YAGEO, they deferred, and then got another bidder in. Now Minebea has announced a higher price. I bet YAGEO comes back with an overbid.
What is covered in the Full Insight:
- Introduction to Bids
- Background on YAGEO and Minebea Offers
- Strategic and Financial Analysis
- Geopolitical Considerations
- Conclusion and Market Reaction
Boomeranged on Wed, 16 Apr 2025 13:33
Yageo came out with a conciliatory press release yesterday. Today, Shibaura Electronics' CEO is out saying they could consider a competing TOB on price merits (links to both are in the Discussion Points below). This will not discourage Yageo from overbidding Minebea, but the stock is already trading 5% through, so the market is expecting an overbid from Yageo and then a further overbid by Minebea.
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